Core Duties and Responsibilities:
Deal effectively with queries from clients and other parties through effective communication
Collect and collate information and data about (and from) the client in accordance with the principles of ‘know your client’ and company policy and ensure all the required compliance documentation is present and correct
Working within the Operations Team you will discuss the business objectives, identifying and obtaining the information necessary
Liaise with product providers and other third parties to acquire additional information
Assist in identifying areas for planning and sourcing solutions suitable to meet the business needs and objectives. This will include assisting in the preparation of reports relating to services, propositions and marketing
Prepare letters and communication for staff purposes, in line with company policy and prepare associated accompanying documentation as required
This will include the pre-completion of documentation ready for staff to check and sign
You may at times be required to assist and provide support with administrative functions, for example: answering and directing telephone calls, monitoring emails and post, data entry, filing, scanning, providing management information and organising meetings, maintaining other office systems
You will commit to continuous personal development, keeping knowledge up to date and retaining supporting records for review
Organising and planning events, diary management, keeping the operations team up to date and ensuring everything runs smoothly
Maintain company data within HR CRM to to ensure data is accurate and records kept up to date for review
Training:The Financial Services Administrator Level 3 Apprenticeship is ideal for learners beginning an entry level role in the financial sector.
As an entry level role, this apprenticeship provides the foundation knowledge, skills and experience for progression along a number of career paths.
Key Learning Outcomes:
A broad understanding of the financial services sector
An understanding of the role of the appropriate regulatory bodies
The importance of relationship building with clients and colleagues
Understanding of processes and procedures relevant to the role
How to develop commercial awareness
Building skills and capabilities within an organisation
Professional Qualifications:
RO1 - awarded by The Chartered Insurance Institute (CII)
Completion of RO1 will provide a solid foundation for the learner and can lead on to progression to study in other areas
To help prepare the apprentice for the professional qualification, Apprentices are provided with Simply Academy’s qualification resource package, alongside a structured study plan supported by a series of live revision sessions with our qualified tutors
Training Outcome:
Develop your career within the Operations space, progressing in to the role of Operations Co-Ordinator
Employer Description:Pocock Sanders is an Independent Financial Adviser firm based in Berkhamsted and born out of two long established Hertfordshire based financial advice businesses – Pocock Rutherford and BP Sanders.
Our Financial Advisers provide financial advice that is tailored to our clients needs, in fact the very same advice that we would give to ourselves and our loved ones in similar circumstances.
We are passionate about personalised advice and simply believe in building lasting relationships that seek to support you over the longer term, displaying our values through our actions.Working Hours :Monday - Friday, 9.00am - 5.30pmSkills: Communication skills,IT skills,Attention to detail,Organisation skills,Problem solving skills,Number skills,Analytical skills,Team working,Initiative,Time management,Friendly and approachable....Read more...
JOB DESCRIPTION
GENERAL PURPOSE OF THE JOB: The WTI Field Resource Foreman (Foreman) oversees and performs the safety, efficiency, and quality of the WTI field service business. Safety is our primary priority and will be embedded into every discussion, meeting, and project. As the clear and established leader of the WTI crew, the Foreman is focused on safety, crew management, and efficient execution of all WTI projects assigned within their respective region. It is the Foreman's responsibility to deliver timely service to all WTI customers and manage exposure to risks.
ESSENTIAL DUTIES AND RESPONSIBILITIES:
Conduct the daily onsite safety brief before the start of the WTI project with the Sales Rep, customer, and the WTI crew. Inspect and ensure all surroundings, equipment, and tools and identify and discuss any safety concerns. Complete the Daily Hazard Analysis form and submit it to the Supervisors as applicable. Foreman also ensures that all technicians complete Daily Hazard Analysis. Ensure all project communication is completed before the start of any WTI project. This includes but is not limited to communication with: WTI Field Resources Supervisor (Supervisor) daily and before starting new projects (ensure any/all communication with the Sales Reps is also shared with the Supervisor. Sales Rep weekly and/or as needed and before new projects. WTI crew members will discuss the scope of work, daily tasks, and the overall schedule. Customer/Client (as needed or required by the Sales Rep) daily and/or weekly. Efficient management of projects will include managing the crew's start and end times, daily productivity (hours, man-days, etc.), and ensuring tools and materials are available to complete the assigned project safely and efficiently. Complete the project per the approved scope of work or specification and after issuance by the Supervisor. Using a designated company-mandated reporting tool, the Foreman will complete an end-of-day and/or end-of-project walk-through to ensure the quality of workmanship and address any punch list items before leaving the job site. These items will include updates on work performed, materials consumed (T&M projects), and supplies purchased. Ensure all WTI Field Resources Reps (Field Reps) have a professional appearance and customer interaction while completing services for a customer. Responsible for ordering, tracking, and monitoring inventory and ensuring quarterly cycle counts are completed and submitted timely. Provide pricing for self-performing projects over $12,500. Submit all proposals of over $20,000 to the Supervisor for review and approval before submitting them to the GS Administrator for logging and distribution to the Sales Rep. Monitor and manage the Field Reps. Consult with the Supervisor to take appropriate steps or corrective measures to resolve employee work-related issues and necessary documentation. Work with the Supervisor to elevate the issues to HR as required. Coordinate with the Supervisor to create project schedules. Review time reports daily and make necessary corrections with the admin team. Attending all appropriate calls, meetings, and trainings. Perform any other duties and/or projects as required or assigned by the Supervisor or Regional Business Manager.
OTHER SKILLS AND ABILITIES:
Ability to travel out of town, including overnight stays. Must have reliable transportation and a valid driver's license. Ability to work weekends and/or holidays when needed. Ability to pass a pre-employment drug test. Ability to read, write, and speak English. 30-hour OSHA certification Registered Roof Observer (RRO) preferred but not required. Minimum of five years of experience in the roofing industry. Must be thoroughly familiar with built-up, EPDM, PVC, and other forms of low-slope roofing systems, as well as metal and other steep-sloop roofing systems, and how to repair them properly.
The salary range for applicants in this position generally ranges between $53,000 and $65,000. This range is an estimate, based on potential employee qualifications, operations, needs, and other considerations permitted by law. Tremco offers a variety of benefits to its employees, including but not limited to: health insurance, paid time off, 401(k) with company match, Company Pension Plan, and continuing education. Qualified applicants will receive consideration for employment without regard to their race, color, religion, national origin, sex, sexual orientation, gender identity, protected veteran status or disability.Apply for this ad Online!....Read more...
